Nio Class A Stock Performance

NIO Stock  USD 4.50  0.17  3.64%   
The company secures a Beta (Market Risk) of 2.43, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Nio will likely underperform. Nio Class A has an expected return of -0.95%. Please make sure to verify Nio Class A total risk alpha, skewness, as well as the relationship between the Skewness and day median price , to decide if Nio Class A performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

0 of 100

 
Low
 
High
Very Weak
Over the last 90 days Nio Class A has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's forward indicators remain very healthy which may send shares a bit higher in April 2024. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more

Actual Historical Performance (%)

One Day Return
(3.64)
Five Day Return
(8.72)
Year To Date Return
(46.56)
Ten Year Return
(31.82)
All Time Return
(31.82)
Dividend Date
2016-05-02
1
NIO Shares Gap Down to 5.78
03/04/2024
2
Nio Says Deliveries Will Slip This Quarter But Will Launch More Affordable Brands Soon
03/06/2024
3
1 Wall Street Analyst Cuts Nios Price Target by 23 percent Heres Why Hes Right
03/11/2024
4
Teslas Chinese Rival Nio And CATL Forge Partnership To Extend Battery Lifespan Report
03/14/2024
5
Nio And CATL Partner To Make EV Batteries With Longer Lifespans
03/15/2024
6
NIO Stock CEO William Li Says Second-Gen Nio Phone Is Underway
03/18/2024
7
2024 Is Shaping Up To Be About Affordable EVs
03/19/2024
8
Nios Disastrous Data A Glaring Red Light for NIO Stock Investors
03/20/2024
9
The 5 Biggest Buyers of Nio Stock
03/22/2024
10
EV storm clouds Tesla, Rivian and Nio are all downgraded at Mizuho
03/25/2024
11
Nio Stock Has Just 12 percent Upside Now, According to 1 Wall Street Analyst
03/26/2024
12
Acquisition by Schwertfeger Timothy R of 900 shares of Nio at 13.3911 subject to Rule 16b-3
03/28/2024
Begin Period Cash Flow18.4 B
Total Cashflows From Investing Activities10.4 B
  

Nio Relative Risk vs. Return Landscape

If you would invest  842.00  in Nio Class A on December 30, 2023 and sell it today you would lose (392.00) from holding Nio Class A or give up 46.56% of portfolio value over 90 days. Nio Class A is generating negative expected returns assuming volatility of 3.7513% on return distribution over 90 days investment horizon. In other words, 33% of stocks are less volatile than Nio, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Nio is expected to under-perform the market. In addition to that, the company is 6.55 times more volatile than its market benchmark. It trades about -0.25 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Nio Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Nio's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Nio Class A, and traders can use it to determine the average amount a Nio's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.254

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsNIO

Estimated Market Risk

 3.75
  actual daily
33
67% of assets are more volatile

Expected Return

 -0.95
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.25
  actual daily
0
Most of other assets perform better
Based on monthly moving average Nio is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nio by adding Nio to a well-diversified portfolio.

Nio Fundamentals Growth

Nio Stock prices reflect investors' perceptions of the future prospects and financial health of Nio, and Nio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nio Stock performance.

About Nio Performance

To evaluate Nio Class A Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Nio generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Nio Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Nio Class A market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Nio's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed(0.28)(0.29)
Return On Assets(0.13)(0.14)
Return On Equity(0.70)(0.66)

Things to note about Nio Class A performance evaluation

Checking the ongoing alerts about Nio for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Nio Class A help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Nio Class A generated a negative expected return over the last 90 days
Nio Class A has high historical volatility and very poor performance
Nio Class A has high likelihood to experience some financial distress in the next 2 years
The company reported the last year's revenue of 49.27 B. Reported Net Loss for the year was (14.44 B) with profit before taxes, overhead, and interest of 5.14 B.
Nio Class A has about 19.89 B in cash with (3.87 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 27.32, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Latest headline from zacks.com: Acquisition by Schwertfeger Timothy R of 900 shares of Nio at 13.3911 subject to Rule 16b-3
Evaluating Nio's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Nio's stock performance include:
  • Analyzing Nio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nio's stock is overvalued or undervalued compared to its peers.
  • Examining Nio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Nio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nio's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Nio's stock. These opinions can provide insight into Nio's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Nio's stock performance is not an exact science, and many factors can impact Nio's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Nio Class A offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Nio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Nio Class A Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Nio Class A Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nio Class A. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

Complementary Tools for Nio Stock analysis

When running Nio's price analysis, check to measure Nio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nio is operating at the current time. Most of Nio's value examination focuses on studying past and present price action to predict the probability of Nio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nio's price. Additionally, you may evaluate how the addition of Nio to your portfolios can decrease your overall portfolio volatility.
Commodity Directory
Find actively traded commodities issued by global exchanges
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Fundamental Analysis
View fundamental data based on most recent published financial statements
Is Nio's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Nio. If investors know Nio will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Nio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(1.73)
Revenue Per Share
32.713
Quarterly Revenue Growth
0.065
Return On Assets
(0.13)
Return On Equity
(0.73)
The market value of Nio Class A is measured differently than its book value, which is the value of Nio that is recorded on the company's balance sheet. Investors also form their own opinion of Nio's value that differs from its market value or its book value, called intrinsic value, which is Nio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nio's market value can be influenced by many factors that don't directly affect Nio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.